An industry landscape in which component supply and demand were in lockstep feels like a lifetime ago. The global chip shortage, which took hold as the world slipped into lockdowns at the height of COVID-19 had a serious impact on the supply of goods in all kinds of sectors – from entertainment to automotive.
But as this tide started to recede, another was rising in the form of AI. Generative AI is all the rage and various industries are desperate to get in on the action, but running large language models (LLMs) requires a monumental amount of computing power. These come in the form of GPUs, with Nvidia being the current industry leader. ChatGPT, for example, was powered with Nvidia A100 chips when it launched, and the firm has since doubled down with the launch of the H100 and H200 chips, as part of a roadmap of annual releases.
